Accounts Payable

W-9 / W-8

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IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

W-8 forms for business with both U.S. and Canadian locations

Q. Is form W-8ECI AND form W-8BEN-E required for a business entity with US and Canadian locations?… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Withholding on reimbursable expenses

Q. We have a vendor from Switzerland that has claimed 30% withholding per Art 17, Abs2 and Art… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Alternatives to foreign vendors filling out Form W-8BEN?

Q. Background: My organization has had several foreign tour leaders for a decade, and they never… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

1099 reported to a DBA entity

Q. What obligation do I have if I reported the 1099 to the IRS for a company based on their W-9… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Reporting of payments made to a foreign vendor for warranty repairs

Q. If a foreign vendor has to make repairs to goods under warranties and or if the goods have a… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

When to update a vendor record

Q. When an existing vendor submits an updated W-9 with a new TIN and/or tax classification should… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Period of validity for W-8 series forms

Q. What constitutes an unexpired 2017 version of the W-8 BEN, W-8BEN-E and the W-8ECI? I want to… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Cottage Law

Q. We have a vendor that delivered us some cookies. When I asked for their W-9, they said they are… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Best practice for maintaining vendor W-9s

Q. We are working to implement a new ERP system and are having discussions on if it is necessary to… Read More
IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Foreign vendor claiming withholding exemption

Q. Our university is in the process of establishing a foreign vendor in our supplier database who… Read More
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